Application Form

These notes are to help you provide all the information required so that Trustees can come to a decision about your application.

Please read these notes before progressing to the application form and also ensure that you have explored and considered ALL sections of our website.

All questions marked with an asterix (*) are mandatory. Where you see a circled ? icon, please read each one to see if the guidance is relevant to your application.

Your application must meet our criteria.

If your application is successful, you will be sent an offer letter by email as soon as possible after the meeting which will include terms and conditions for your acceptance. You will also be required to return a Monitoring and Evaluation Form (see Existing Grantees’ Page) towards the end of each year of the grant award. Trustees will need to approve this before any further grant is awarded. Visits to projects may be made by Trustees as part of this process.

If further information becomes available after submission of your application but prior to the Trustees’ quarterly meeting, eg receiving the result of an outstanding funding application or needing to change details on this application, you will need to use the Change of Details form in the Existing Grantees’ Page.

Trustees do not enter into any communication about rejected applications nor is there an appeals process.

If you wish to save your progress and return to fill in the rest of the form at a later date, please click the link at the bottom of this form. Your progress will be saved for a maximum of 30 days.

Once you submit your application, you will receive an acknowledgement email within a few minutes containing a printable PDF version of your completed application.

Section A - Your Charity Profile

Section A1

This information is essential for use in any future communication. If you know that any of these contact details are due to change, please give this additional information in Section D.

Organisation Name*

In which Yorkshire region is your project based?*

North

East

South

West

Charity Commission registration number*

Date of registration*

Your website address

Email address*

Your postal address (NB This MUST be in Yorkshire)*

Street AddressCityZIP / Postal Code

Where did you hear about us?*

Chair of Trustees*

Chair of Trustees contact email*

Chair of Trustees contact number*

Name of person submitting application*

Position in organisation*

Contact email*

Contact number*

Section A2

Please state the objects of your organisation as registered with The Charity Commission with any change of focus or update which may not yet be included on The Charity Commission website. Please give your main areas of interest. (max 100 words)*

Section A3

Please provide figures from the last 3 years' accounts, starting with the most recent.

If the application is submitted after your annual accounts have been prepared but not yet published, please include the latest available figures.

The most recent set of accounts for the organisation MUST be attached via email to admin@brelmstrust.org.uk if any of the points below apply:

The organisation’s income is below the Charity Commission threshold requiring submission of accounts, currently £25,000 per annum

The charity is newly registered and therefore, has yet to submit accounts to the Charity Commission (a draft copy would be acceptable)

The last set of accounts submitted to the Charity Commission is dated more than 18 months ago

Please note that as part of our grant giving policy, we do not give grants to organisations with an annual income of over £500,000.

Year ending*

Income*

Expenditure*

Year ending*

Income*

Expenditure*

Year ending*

Income*

Expenditure*

How is your organisation funded, based on your latest accounts?*

Do you have a 'Reserves' policy? **

Yes

No

If yes, what is it? (Max 50 words)*

What is your current level of unrestricted reserves as a % of your annual expenditure?*

Section A4

If you have previously applied but been rejected, it would be beneficial to submit a differently focussed re-application. Trustees are not likely to agree an award to a repeat or very similar application to that which was previously rejected.

Has your charity previously submitted a grant application to The Brelms Trust?*

Yes

No

What date did you last previously apply?*

Was the application successful?*

Yes

No

If yes, what was the total value of the grant?*

Year 1 amount*

Year 2 amount

Year 3 amount

Is this a re-application for the same purposes?*

Yes

No

Section B - Your Funding Request

Section B1

Describe in general terms what the funding is for (max 75 words)*

Is this funding application to enable you to:*

provide a new service or activity

continue with your current service or activities

Section B2

We can award either one-off or multi-year grants (ie. spread over three years). Please tick the relevant box below to inform us which option you require.

If you require a one-off grant, please enter the full amount required.

If you require a multi-year grant, please enter the amount required each year.

Is this application for a one-off grant or a multi-year grant?*

One-off

Multi-year

What is the total amount requested? (Maximum £5,000 per year)*

How much do you require in Year 1? (Maximum £5,000)

How much do you require in Year 2? (Maximum £5,000)

How much do you require in Year 3? (Maximum £5,000)

What date is your first funding required?*

NB This may pre-date your project's actual start date

Provide details of how the grant will be spent (max 75 words)*

How will this funding make a difference? (max 75 words)*

Who will benefit?*

How many?*

Which specific geographical area?*

Brief socio-economic profile of the area (max 50 words)*

How are potential beneficiaries referred to you?*

What is your strategy to try to ensure the sustainability of the activities covered by your application? (max 75 words)*

How will you measure the success/value of the work covered by this application? (max 100 words)*

Section B3

Who is ultimately responsible for the work of the project?*

Who will deliver the on-going work/project?*

Position in organisation*

Name of second person

Optional

Position in organisation

Section B4

Have you applied for any other funding which is related to this application?*

Yes

No

How many other applications have you made?*

Application 1*

Application 2*

Application 3*

Application 4*

Application 5*

Application 6*

Please list any other PLANNED applications for funding which are related to this project/activity, or indicate if none.

Section B5

Please only use this space if you feel that there are aspects of your project which have not yet been fully described. It might be useful to make reference here to the key information on your website. Trustees are looking for a project which will help to tackle disadvantage and will have a positive impact on people's lives. There is no obligation to complete this question if you feel you have provided sufficient information elsewhere.

Section B6

If your application is successful payment will be made to your organisation by bank transfer. Please provide bank details. Please take care to give these bank details accurately.

Name of bank*

Name of account*

Sort code*

Account number*

Section C - Monitoring & Evaluation

Section C1

Trustees see this process as key to measuring the effectiveness of their grant giving and it is not just a bureaucratic exercise. It is important to be honest about the project’s successes and failures. It is crucial that an accurate assessment of the impact of our grant is made. We reflect on this in our Annual Report and try to adjust our policies and practices based on this experience.

In submitting an application to us you are agreeing to provide timely information in the prescribed format (please see form on EXISTING GRANTEES' page) to enable us to carry out our own monitoring and evaluation activities.

Who will be responsible for submitting the Monitoring and Evaluation Report(s) at the year-end to The Brelms Trust?*

Email address*

Contact number*

Section C2

The Trustees may wish to visit your organisation either prior to a final funding decision being made or prior to releasing funds for a second or subsequent year. Please provide contact details of the appropriate person if this needs to be arranged.

These are INFORMAL VISITS made by Trustees, as we feel that it is important to meet those people involved in the work of the project. The visits may help to answer queries arising from the application or from the Monitoring and Evaluation Report. We hope to meet the person responsible for managing the project, and a Trustee or volunteer where possible. Award of the grant will be dependent on the Trustees’ recommendations from the visit.

Name*

Email address*

Contact number*

Please Note

As part of the Monitoring and Evaluation process, Trustees may use your answer to the first question from the M & E Report (ie ‘Describe how your project has benefitted from our grant’) as a testimonial verbatim. This may then be included on our website to highlight the diversity of the projects we fund.

Section D1 - Future Changes

It is essential that you complete this section to notify us of any changes that you are already aware of which will occur during the lifetime of your award, if successful.

NB The separate Change of Details Form is for any changes which occur subsequent to the submission of your application. Please use that form each time a change of details occurs eg bank details, names of contacts, tel no etc. The form can be found on the Existing Grantees' Area of the website.

Please provide details of any known future changes

Please confirm the following:

Your charity/project is solely for the public benefit of communities in Yorkshire*

Yes

No

The purposes of your charity meet at least one of the objects of The Brelms Trust*

Yes

No

Please refer to the Objects of The Brelms Trust section

You have read the eligibility criteria throughout the website, including the Home, What Do We Fund, We Do Not Fund and How to Apply for a Grant pages*

Yes

No

You have agreed to update this application with any new information that becomes available after your initial application is submitted but before being advised by the Trustees of their decision*

Yes

No

You have agreed to keep the Trustees informed of any significant changes during the duration of any grant that may be awarded*

Yes

No

You have attached the most recent set of accounts via an email to admin@brelmstrust.org.uk, if applicable (see section A3)*

Yes

No

Please attach a copy of your budget*

The budget should be only for the project requiring funding, giving clear details about how the funding will be allocated

Please show the total cost of the project and also the breakdown of costs to be covered by our grant

Please give details of how the shortfall (if any) will be met

Check that the figures add up and it makes sense as a standalone document